IBM Cognos BI Licensing Policy June 2013

8/12/2019 IBM Cognos BI Licensing Policy June 2013

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IBM Cognos BI Licensing Policy – Business Partner Use OnlyJune 11, 2013.

IBM Cognos BI Licensing Policy

Tis !ocu"ent !escri#es Licensing Policy !etails relate! to IBM Cognos BI Licenses an! is

inten!e! to clari$y an! e%&an! u&on te ter"s an! con!itions containe! in te license in$or"ation

!ocu"ents $or tese &rogra"s. '(ery e$$ort is "a!e to ensure tat tis !ocu"ent is consistent )it

&ro!uct licenses. In te e(ent o$ any con$lict, o)e(er, ter"s s&eci$ie! in te License In$or"ation

!ocu"ents su&erse!e te content o$ tis !ocu"ent.

1. IBM Cognos BI Packaging, Licensing and Price Metrics

Packaging "eans te asse"#ly o$ tecnology co"&onents into &ro!uct o$$erings. Te &ac*age

!e$ines te &ro!uct #oun!aries, $or e%a"&le, IBM Cognos BI +ersion 10.2 is an a(aila#le &ac*age

)ic contains te core Business Intelligence $unctionality. Tis &ac*age inclu!es te Cognos BI

er(er &lat$or", "o!eling tools suc as -ra"e)or* Manager an! Cognos Colla#oration . Tere are

also a!!itional &ac*ages $or co"&anion &ro!ucts to core IBM Cognos BI )ic inclu!e , IBM

Cognos BI nalysis $or Microso$t '%cel, an! IBM Cognos BI Po)erPlay.

Licensing !e$ines custo"er rigts to use &ro!uct $unctionality, nor"ally )itin a gi(en &ac*age.

Licenses can #e $or te entire content o$ a &ac*age or $or a su#set o$ te $unctionality containe!.

-or e%a"&le, an IBM Cognos BI !"inistrator as te rigts to use te entire IBM Cognos BI

&ac*age , )ile an IBM Cognos BI 'nance! Consu"er as rigts )ic re&resent a su#set o$ te

$unctionality in te Cognos BI &ac*age. Te li"itations /i$ any o$ eac license are !escri#e! in te&ro!uct license $iles.

Price or Charge Metric is te unit )e "easure or count to !eter"ine te cost $or a &articular

license con$iguration. It is co""on to a(e "ulti&le "etrics a(aila#le $or te sa"e licenses in or!er

to &ro(i!e alternati(es )ic $it !i$$erent !e&loy"ent scenarios.

Principal Price Metrics: Te $ollo)ing &rice "etrics are tose "ost co""only use! $or IBM

Cognos BI licenses. ot all &rice "etrics a&&ly to eac license

1) Authorized ser

!)Processor "alue nit #P")

Authorized ser is te "ost co""on unit o$ "easure #y )ic IBM Cognos BI &ro!ucts can #e

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license!. n utorie! User is a uni4ue &erson )o is gi(en access to te Progra". Te Progra"

"ay #e installe! on any nu"#er o$ co"&uters or ser(ers an! eac utorie! User "ay a(e

si"ultaneous access to any nu"#er o$ instances o$ te Progra" at one ti"e. Licensee "ust o#tain

se&arate, !e!icate! entitle"ents $or eac utorie! User accessing te Progra" in any "anner

!irectly or in!irectly /$or e%a"&le (ia a "ulti&le%ing &rogra", !e(ice, or a&&lication ser(er troug

any "eans. n entitle"ent $or an utorie! User is uni4ue to tat &erson an! "ay not #e sare!,

nor "ay it #e reassigne! oter tan $or te &er"anent trans$er o$ te utorie! User entitle"ent to

anoter &erson.

Processor "alue nit /P+U is a unit o$ "easure use! to !i$$erentiate licensing o$ so$t)are on

!istri#ute! &rocessor tecnologies /!e$ine! #y Processor +en!or, Bran!, Ty&e an! Mo!el u"#er.

IBM continues to !e$ine a &rocessor, $or &ur&oses o$ P+U5#ase! licensing, to #e eac &rocessor

core on a ci& /soc*et. 'ac so$t)are Progra" as a uni4ue &rice &er P+U. IBM &u#lises P+U

ratings &er core $or "a6or "icro&rocessor $a"ilies. Most IBM Cognos BI licenses a(aila#le $or

&urcase using te P+U &rice "etric are Li"ite! Use /see #elo).

In so"e cases IBM Cognos BI so$t)are "ay #e license! to o&erate in (irtual en(iron"ents. In

tese cases, a!!itional rules a&&ly. -or "ore in$or"ation, re$er to te section #elo) on

(irtualiation an! su#5ca&acity licensing.

Mi$ing Price Metrics

7enerally, IBM Cognos Business Intelligence utorie! User licenses "ay #e co"#ine! )it P+U

licenses to create a co"&lete IBM Cognos BI en(iron"ent. Mi%ing "etrics is, in $act, re4uire! $or

"ost P+U #ase! installations since IBM Cognos !"inistrator licenses are only sol! #y te

utorie! User "etric an! are a &rere4uisite license $or any Cognos BI installation /e%ce&t )enIBM Cognos BI !(ance! licenses are sol!.

-or e%a"&le, a custo"er )it a s"all nu"#er o$ &ro$essional re&ort autors )o )ises to a(e

te $le%i#ility to !e&loy re&orts to a large nu"#er o$ re&ort consu"ers "ay coose to &urcase IBM

Cognos BI !"inistrator, an! IBM Cognos BI Pro$essional, #y te utorie! User &rice "etric an!

&urcase IBM Cognos BI 'nance! Consu"ers using te P+U &rice "etric. In tis case, te

custo"er nee!s to &urcase su$$icient P+Us $or te in$rastructure /&ysical or (irtualie! troug

)ic teir 'nance! Consu"er users )ill #e ser(e!. ince utorie! User licenses are not

restricte! in te ser(ers on )ic tey "ay run /see 8License Ty&es9 section #elo), tis custo"er

"ay use teir BI !"inistrator an! BI Pro$essional licenses on te sa"e ser(ers as teir 'nance!

Consu"er users or on oter Cognos BI ser(ers !e&en!ing on teir #usiness nee!s.

:en a custo"er cooses to &urcase so"e roles #y P+U an! oter #y autorie! user, it &laces

a!!itional res&onsi#ility on te" to ensure co"&liance )it teir licensing. In te e%a"&le a#o(e, a

custo"er "ay &urcase P+U licenses $or ; &rocessor cores o$ BI 'nance! Consu"er, #ut

i"&le"ent a &ro!uction en(iron"ent )it < cores total )it te a!!itional ; &rocessor cores use!

only #y teir BI !"inistrators an! BI Pro$essional users. To acco"&lis tis, custo"ers "ust

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utilie routing sets to ensure teir BI 'nance! Consu"ers are ser(e! only #y te a&&ro&riately

license! &rocessor cores.

License %ypes:

nrestricted Licenses

utorie! User licenses are generally not restricte! #y &&lication or te &ysical in$rastructure on

)ic tey "ay #e !e&loye!. I$ a license is not !esignate! as #eing restricte! in so"e )ay suc as

#y i!enti$ication as 8li"ite! use9 or 8non5&ro!uction9 license, ten it is unrestricte!.

Li&ited se licenses

IBM Cognos BI role5#ase! licenses on te P+U "etric are "ar*e! as 8Li"ite! Use9 in te license

!escri&tion. Tis li"itation is re$erring to te $act tat i$ a custo"er &urcases a P+U license, tey

)ill not a(e rigts to Cognos Colla#oration, altoug te utorie! User license &ro(i!es tat

ca&a#ility $or certain roles.Tis 8Li"ite! Use9 !esignation in te license na"e also &ro(i!es te sales re&resentati(e )it an

o&&ortunity to !e$ine an a!!itional usage li"itation #y using a Contract !!en!u".

=estricting te so$t)are to a single a&&lication is a co""on usage li"itation.

'on(Production Licences

on5Pro!uction licences are a s&>cial o&tion. Tese licenses can #e use! $or testing, !e(elo&"ent

or 4uality assurance &ur&oses, #ut cannot #e use! $or Pro!uction en(iron"ents /inclu!ing, #ut not

li"ite! to &rocessing o$ &ro!uction !ata or $or trans$erring !ata to any &ro!uction #usiness syste".

Te total 4uantity o$ non5&ro!uction autoriations "ay not e%cee! te total 4uantity o$autoriations te custo"er ac4uire! )ic &er"it &ro!uction use. s a &rere4uisite, custo"ers

"ust ac4uire a Pro!uction license in or!er to #e entitle! to &urcase non5&ro!uction licenses.

on5Pro!uction licenses are ty&ically &urcase! )en te custo"er as a nee! $or a se&arate

en(iron"ent tat is isolate! $or testing or !e(elo&"ent &ur&oses.

I$ te custo"er &urcases a &ro!uction en(iron"ent #y P+U "etric., tere are t)o scenarios

1 Te custo"er "ay &urcase Li"ite! Use &ro!uction licenses $or all teir ser(ers an! allocates

so"e $or non5&ro!uction use

-or e%a"&le, a custo"er &urcases ;00 P+Us o$ IBM Cognos BI Pro$essional Li"ite! Use an!

i"&le"ents tis on 2 &artitions o$ 200 P+Us eac, one o$ )ic is !e!icate! to &ro!uction, te

oter is to non5&ro!uction.. Tis o&tion &ro(i!es te custo"er "a%i"u" $le%i#ility since tey

a(e te rigt to use all ;00 P+Us $or &ro!uction &ur&oses #ut are coose to allocate so"e o$

tis license! ca&acity $or !e(elo&"ent an! test &ur&oses, o)e(er, it !oes not allo) te" to ta*e

a!(antage o$ lo)er cost non5&ro!uction &rices.

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2 Te custo"er "ay &urcase unrestricte! &ro!uction licenses an! a!!itional restricte!, non5

&ro!uction licenses

-or e%a"&le a custo"er &urcases 200 P+Us o$ IBM Cognos BI Pro$essional Li"ite! Use /200

P+Us an! 200 P+Us o$ IBM Cognos BI non5&ro!uction licenses. on5Pro!uction &ricing o$$ers a

lo)er cost &er P+U o&tion $or te restricte! &ur&ose o$ su&&orting an e%isting &ro!uction

en(iron"ent. I$ #ot &artitions are on te sa"e ser(er, IBM +irtualiation Ca&acity rules a&&ly.

/-or "ore in$or"ation $ollo) te lin* &ro(i!e! a#o(e un!er 8Processor +alue Unit9.

I$ te custo"er &urcases a &ro!uction en(iron"ent #y utorie! Users, ty&ically tere are t)o

scenarios

1 Te custo"er &urcases all teir BI licenses on te utorie! User "etric

IBM Cognos BI utorie! User licenses a(e no a&&lication restriction an! can #e use! across

any reasona#le nu"#er o$ ser(ers. Tere$ore a single autorie! user license can #e use! to

su&&ort #ot &ro!uction an! non5&ro!uction use #y te s&eci$ie! user. In tis scenario, no

se&arate on5Pro!uction license &urcase is re4uire!. :it Per User &ricing, custo"ers nee! alicense $or e(ery user )it te a&&ro&riate $unctionality $or tat user. Te custo"er !oes not get

a!!itional users $or non5&ro!uction use, rater custo"er !oes not nee! to trac* )eter te

license! users are !oing &ro!uction or non5&ro!uction )or*.

2 Te custo"er &urcases a &ro!uction en(iron"ent on a "i%e! &rice "etric /P+U an!

utorie! Users. In tis case, te $ollo)ing a&&lies

In tis situation, te custo"er as t)o !istinct user grou&s, one is license! #y P+Us, te oter #yuser. Te licensees un!er te utorie! User &rice "etric !on?t a(e to &ay an e%tra &er user

carge to grant te" non5&ro!uction rigts. Te utorie! User &ricing con$ers reasona#le

ser(er rigts. Te licensees un!er te P+U "etric nee! to license an! &ay $or all P+Us tey

utilie, an! in tis case te ca&acity tey )oul! use $or non5&ro!uction &ur&ose is a(aila#le at a

re!uce! &er5P+U carge co"&are! to Pro!uction licenses.

estrictions *y Price Metric

Te $ollo)ing ta#le illustrates te relationsi& #et)een te !i$$erent Price Metrics an! te License

Ty&es tey corres&on! to $or IBM Cognos BI licenses

License %ype Price Metric

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Unrestricte! utorie! User

Li"ite! Use P+U

on5Pro!uction P+U

Backup Licensing

Tere are se(eral ty&es o$ con$igurations inten!e! to allo) a custo"er to continue in ser(ice in te

e(ent o$ an e"ergency occurs. Tis is $re4uently re$erre! to as #ac*u& use, !isaster reco(ery or

a##re(iate! B= )en a #ac*u& an! reco(ery ser(ice is in(ol(e!. -or &rogra"s running or

resi!ent on #ac*u& "acines, IBM Cognos Business Intelligence !e$ines 3 ty&es o$ situations

+Cold – a co&y o$ te &rogra" "ay resi!e on anoter "acine an! store! $or #ac*u& &ur&oses

an! is not @in useA – no a!!itional carge a&&lies

+-ar& – a co&y o$ te &rogra" "ay resi!e $or #ac*u& &ur&oses on anoter "acine an! is

starte!, #ut is @i!lingA an! not !oing any )or* – no a!!itional carge a&&lies

+ot – a co&y o$ te &rogra" "ay resi!e on anoter "acine an! is starte! an! @!oing )or*A

/re!un!ancy or "irroring – $ull &ro!uction license is re4uire! in te case o$ P+U licensing.

Custo"ers licensing teir entire en(iron"ent on te &er user &rice "etric are allo)e! to !e&loy te

&ro!uction en(iron"ent on a reasona#le nu"#er o$ ser(ers, )ic coul! inclu!e ot #ac*u&

ser(ers.

/u*(Capacity or "irtualization Capacity Licensing

IBM Cognos BI custo"ers "ay coose to o&erate (irtual en(iron"ents. In tese cases a!!itional

rules a&&ly regar!ing eligi#le (irtualiation en(iron"ents, counting P+Us $or su#5ca&acity licensing,an! use o$ an IBM License Manage"ent tool to $acilitate license co"&liance in tese en(iron"ents.

IBM o$$ers (irtualiation ca&acity /su#5ca&acity licensing $or Processor +alue Unit /P+U licenses

in Pass&ort !(antage only. u#5ca&acity licensing lets te custo"er license an eligi#le so$t)are

&ro!uct $or less tan te $ull ca&acity o$ te ser(er or grou& o$ ser(ers on )ic it is installe!. It

&ro(i!es te licensing granularity nee!e! to le(erage (arious "ulti5core ci& an! (irtualiation

tecnologies.

Co&puters e0uiring Licenses -hen Purchasing *y P" Metric

:en a custo"er &urcases IBM Cognos Business Intelligence, tey "ay recei(e se(eral !i$$erentclient an! ser(er co"&onents )ic "a*e u& te &ro(i!e! solution. I$ tis &urcase as #een

"a!e #y P+U ten licenses are only re4uire! $or te co"&uters running so"e o$ te co"&onents.

-or core Cognos BI ca&a#ilities /user roles an! a!!5on stu!ios, licenses are only re4uire! $or te

a&&lication tier ser(er co"&uters.

-or IBM Cognos BI user roles an! a!!5on licenses license! #y P+U, licenses are re4uire! $or any

8&&lication tier9 ser(er co"&uters. Tese ser(ers are tose )ic a&&ear as 8!is&atcers9 in te

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Cognos BI er(er !"inistration tool. By !e$inition, tese co"&uters are also te ser(ers on )ic

Cognos BI er(ices run.

Te Content Manager co"&onent o$ IBM Cognos Business Intelligence resi!es at te a&&lication

tier, runs as a ser(ice an! a&&ears as a !is&atcer in te ser(er a!"inistration tool. s suc,

licenses are re4uire! $or co"&uters running tis co"&onent e(en i$ te content "anager is te only

Cognos BI co"&onent running on tis co"&uter.

ote u#5ca&acity licensing rules as !escri#e! a#o(e "ay a&&ly to tese ser(ers.

License! co"&onents )ic are not counte! )en !eter"ining Cognos BI er(er P+Us

• 7ate)ay Only Installations I$ only te gate)ay co"&onents o$ Cognos BI are installe! on

a co"&uter, ten it )ill not run Cognos BI ser(ices an! )ill not a&&ear as a !is&atcer in

te er(er !"inistration tool. In tis case, P+U licenses are not re4uire! $or tis ser(er.

• IBM Cognos Trans$or"er Installations Co"&uters running only IBM Cognos trans$or"er

to "o!el or #uil! Po)erCu#es !o not re4uire P+U license.• IBM Cognos Mo#ile Installations Co"&uters running only te Cognos Mo#ile er(er

so$t)are !o not re4uire P+U licenses.

• Client Only Installations Co"&uters running only !es*to& client so$t)are suc as

-ra"e)or* Manager, Ma& Manager, an! +irtual +ie) Manager !o not re4uire P+U license.

• Co"&uters running only so$t)are &ro(i!e! as a 8su&&orting &rogra"9 o$ Cognos Business

Intelligence. -or e%a"&le, i$ te &ro(i!e! B2 so$t)are is installe! on a co"&uter $or use

as a Cognos Content tore, ten no license is re4uire! $or tis !ata#ase ser(er. Please

note tat B2 as a su&&orting &rogra" $or IBM Cognos BI is a li"ite!5use license o$ B2.

!!itional BI ca&a#ilities )ic re4uire P+U licenseIn a!!ition to IBM Cognos BI license =oles an! a!!5on licenses, a custo"er "ay also coose to

&urcase a!!itional ser(er #ase! ca&a#ility suc as IBM Cognos =eal5ti"e Monitoring or IBM

Cognos tatistics. Tese are !eli(ere! as se&arate installations an! !o not result in a!!itional

!is&atcers a&&earing in te BI er(er !"inistration tool, o)e(er P+U licenses are re4uire! $or

any ser(ers on )ic tey a(e #een installe!.

ote u#5ca&acity licensing rules as !escri#e! a#o(e "ay a&&ly to tese ser(ers.

!. Licensing ependencies

-or e(ery ne2 IBM Cognos Business Intelligence installation, tere "ust #e at least 1 Cognos

Business Intelligence !"inistrator license &urcase!. Custo"ers "ust ac4uire tis license as a

&rere4uisite to &urcasing any Cognos BI user role. -or e%a"&le, custo"er "ust a(e an IBM

Cognos BI !"inistrator license to or!er te IBM Cognos BI 'nance! Consu"er role.

Custo"ers )o ac0uire IBM Cognos Business Intelligence 3ia trade(up $ro" eries &ro!ucts

are re4uire! to o#tain a license $or at least one o$ te $ollo)ing !"inistrator licenses, !e&en!ing

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on te s&eci$ic user role te custo"er )ises to !e&loy

IBM Cognos Business Intelligence !"inistrator

IBM Cognos Business Intelligence =e&orting !"inistrator

IBM Cognos Business Intelligence Po)erPlay !"inistrator

.

Cognos eal(ti&e Monitoring installations are re4uire! to o#tain a license to IBM Cognos =eal5

ti"e Monitoring er(er. Tis license only &ro(i!es te rigt to install, con$igure an! a!"inister =eal5

ti"e "onitoring $unctionality. -or an en!5user to consu"e real5ti"e "onitoring !as#oar!s or

!as#oar! o#6ects, a user "ust also a(e 'nance! Consu"er or iger license as a &rere4uisite.

IBM Cognos BI /4 ser

Users re4uiring te D license nee! to &urcase a 4uali$ying role5#ase! license /eiter Cognos BI

!"inistrator, Cognos BI Pro$essional or Cognos BI Pro$essional utor PLU te D license.

IBM Cognos BI Add(on licenses

!!5on roles 5 Mo#ile !!5on an! BI nalysis $or Microso$t '%cel !!5on an! (arious stu!io !!5

ons cannot #e a!!e! to =e"ote =eci&ient or =eci&ient =oles. Tese o&tions can only #e a!!e! to

BI Consu"er or iger le(el roles.

IBM Cognos ata Manager

ata Manager 'ngine is use! to e%ecute &re5!e(elo&e! ata Manager #uil!s an! Jo#trea"s,

!e(elo&e! #y te Cognos ata Manager e(elo&er. ata Manager 'ngine license "ust #e

&urcase! togeter )it one or "ore IBM Cognos ata Manager e(elo&er Licenses. ati(e

ata#ase ri(ers, OBC !ri(er an! $lat $ile !ri(er are inclu!e! )it te ata Manager 'ngineLicense. 'ac !ata#ase !ri(er /e.g. B2 &ro(i!es access to all te sources an! targets $or tat

@#ran!A o$ !ata#ase.

3. Special Scenarios

ual se Licensing

ual Use re$ers to a &erio!, ty&ically one year a$ter a license tra!e u&, !uring )ic custo"ers can

"aintain a su&&orte! license $or #ot te eries or Cognos =e&ortet licenses tey tra!e! in an!

te Cognos BI licenses tey recei(e! as a result o$ te tra!e u&. Tis !ual use &erio! allo)s a

custo"er ti"e to transition $ro" a &rior &ro!uct to Cognos BI in a &lanne! $asion.

In or!er $or a custo"er to a(e !ual use rigts $ollo)ing a license "igration, tese "ust #e

s&eci$ie! in an a!!en!u" to te agree"ent in )ic te license u&gra!e is !escri#e!.

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IBM Cognos BI Po2erPlay

Tis &ro!uct is inten!e! $or e%isting eries Po)erPlay custo"ers only an! not generally a(aila#le

to ne) custo"ers. Cognos BI Po)erPlay )as s&eci$ically !e(elo&e! as an u&gra!e release

ena#ling eries Po)erPlay custo"ers to "o(e onto te Cognos BI &lat$or".

ince Cognos BI Po)erPlay is OT &art o$ te core IBM Cognos BI o$$er /or &ac*age, te Cognos

BI !"inistrator license !oes not &ro(i!e rigts to IBM Cognos BI Po)erPlay tu!io $unctionality.

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Documents

IBM Cognos BI Licensing Policy June 2013